Follow new updates and improvements to Expiration Reminder.
February 3rd, 2025
We’re thrilled to announce our new integration with BambooHR, making it easier than ever to manage your expiration items alongside your employee data!
With this integration, you can streamline processes and ensure that your team stays on top of important dates.
Ready to get started? Check out our help article on how to integrate BambooHR and start maximizing your account today!
December 20th, 2024
We're excited to announce the following updates to enhance your experience with Expiration Reminder:
New Conversations Features:
Composing a message is now a dialog instead of a new page, improving the flow of your communication. The new message dialog now supports:- Inserting email snippets into the body.- Inserting pre-crafted email templates into the body of messages - Inserting media file links into the body of messages
Attachments on email conversations now show the date they were created, helping you track document timelines.
You can now CC contacts when replying to messages for easier communication with multiple recipients.
New Company Filter Features:
You can now filter by Tax Number for more precise searches.
Filter companies by Owner for easier sorting and management.
December 20th, 2024
You asked, and and our team listened! We’ve introduced a new "Not Applicable" status for expiration items—perfect for items that don’t require a status.
This new option joins the existing statuses: Up to Date, Expired, Missing, No Date, and Archived.
Review more below!
November 14th, 2024
We've enhanced the Expiration Item layout to provide a more consistent experience, now matching the layouts for Contacts, Locations, Companies, and more.
This update is designed to streamline navigation, offering users a clearer, more intuitive way to view and manage information for each expiration item.
What’s Different:
Full Field Visibility: All fields are now directly visible on the main Expiration Item page. No more extra clicks to access the "Details" tab—every field is available at a glance.
Improved Activity Tracking: The previous "Upcoming" and "Past Activity" sections are now replaced by:
Upcoming Notifications: View all upcoming reminders and alerts.
Audit Log: Keep track of the item's history, including actions and edits, all in one place.
Optimized Layout: The sections for Files, Notes, Locations, and Conversations have been moved to the right-hand side of the page. This adjustment provides a cleaner view, maximizing space for easy access to all fields.
November 13th, 2024
We’re excited to announce a highly requested feature!
You can now rename uploaded files directly within the app, without the extra step of downloading, renaming, and re-uploading.
Whether a file was added by a user or through an acknowledgment from a contact, simply click on the file’s drop-down menu to edit it instantly. This update streamlines file management, saving you time and effort. Review the video below on how this can be done!
We hope this enhancement makes your workflow even smoother. Let us know what you think!
November 7th, 2024
We’re excited to introduce a new feature in the Companies module! Similar to Contacts and Expiration Items, you now have the option to Merge Companies. This new tool makes it easier for you and your team to manage duplicate company entries within your account.
With this feature, you can merge any existing duplicates in just one step, keeping your data accurate and streamlined.
Additionally, if any companies merge in real life, you can seamlessly combine their records for a more organized and efficient system. 👍
We hope this enhancement helps you maintain clean and up-to-date records! If you have any questions or need assistance with this new feature, feel free to reach out or review our video below:
October 1st, 2024
We’re thrilled to announce a minor UI update that rolled out yesterday (Sept 30) for a select group of users; those on Legacy plans!
Legacy users may have seen the notice about this update in the app over the last week.
Here’s what’s new: 👍
Revamped Editing Item Forms: Enjoy a fresh, streamlined design that makes editing even easier! You can now review an overview page for your item before editing it. If you prefer to go without this feature, you can turn it off in your “Features” section.
Quicker Load Times: Experience improved speed when editing items, performing searches, or executing bulk edits!
We can’t wait for you to explore these enhancements! If you have any questions or need assistance, feel free to reach out to our Support Team!
February 2nd, 2024
Improved
Hello, Amazing Users!
Great news! We've updated some of the terminology in Expiration Reminder for better clarity and ease of use. Rest assured, all functionalities remain the same, ensuring your document management experience is as efficient as ever.
Why the change? To refine your navigation and understanding within the app, without altering the features you know and love.
Check out the refreshed terms and continue your seamless experience. We're here for any questions!
Thank you for being with Expiration Reminder!
December 12th, 2023
Improved
We're proud to unveil our latest feature upgrade – Bulk Edits for companies, locations, vehicles, equipment, and mailboxes. This innovative addition will significantly enhance your experience with our platform, offering a powerful tool to manage records with unprecedented ease and efficiency. This feature marks a significant leap forward in our mission to streamline your data management process, saving time and reducing manual effort.
What's New?
Bulk Editing Capabilities: Modify multiple records at once with ease. Whether updating contact details for a fleet of vehicles or changing the location info for various equipment, do it all in a few clicks.
Time-Saving and Efficiency: Say goodbye to the tedious task of editing each record individually. Our Bulk Edit feature is a game-changer, significantly reducing the time and effort required to manage large datasets.
Enhanced Accuracy and Consistency: Ensure data uniformity across your records. Implement changes across multiple entries, maintaining consistency and accuracy effortlessly.
How Can You Benefit?
Streamlined Operations: Ideal for companies with extensive inventories or large teams, this feature helps streamline operations, making record management more efficient than ever.
Reduced Error Margin: Minimize the likelihood of manual errors with individual record editing.
Elevated Productivity: Free up valuable time for your team to focus on more critical tasks, boosting overall productivity.
We Want Your Feedback. Your input is pivotal in our journey of continuous improvement. After trying the new feature, please share your feedback or suggestions. This helps us tailor our solutions to meet your needs better.
Click HERE to find out more about Bulk Edit from our Help Center
October 4th, 2023
New
We’re thrilled to announce the release of an exciting new feature designed with your convenience and efficiency in mind. As we continuously strive to enhance your user experience and optimize the functionality of our platform, we’ve listened to your feedback and are introducing the "Quick Create" feature!
Here’s what you need to know:
One-Click Access to Essential Functions:
No more navigating through multiple sub-menus. With the "Quick Create" button now prominently located at the top menu, you can swiftly create:
A new category
A new contact
A new vehicle
A new equipment
A new location
A new expiration
Seamless Transitions
When you click the "Quick Create" button, a streamlined sub-menu appears, presenting you with all the needed options. This ensures that you can quickly input new data records, minimizing interruptions to your workflow.
Enhanced Productivity
By reducing the number of clicks and simplifying the creation process, you can get more done in less time, keeping your focus on the tasks that matter most to you.
Why this Matters
From our research and direct conversations with users like yourself, we recognized that speed and efficiency are paramount. Especially in a domain where tracking expiration dates for contracts, licenses, and other critical documents is crucial, we understand the significance of every saved second. The "Quick Create" feature is a testament to our commitment to ensuring our platform remains agile, intuitive, and user-centric.
We’d love to hear your feedback on this new feature. Your insights and experiences play a pivotal role in our ongoing product development.
Thank you for choosing us as your trusted partner. We remain dedicated to continually enhancing our platform to serve your needs better.
As always, remember to submit your feature requests here: https://app.expirationreminder.net/help/feedback